LET'S DO SOME PLANNING.
What Is Your Tax Plan?
If you would like to lower your tax bill or just prepare for it, tax planning is a great idea.
Don't be blindsided by a large tax bill. Don't miss an opportunity to take advantage of COVID related tax benefits.
Oh, you didn't know there are COVID related tax benefits? We should talk about it.
Need An Estate Plan?Yes You Do!
You are not getting any younger.....
It is a terrible misconception that you don't need an estate plan unless you are wealthy. Not True!
It is also assumed that you don't need an estate plan until you are older. I'm gonna let you in on a secret..young people pass away. Death has no minimum age.
All parents should have an estate plan, if for no other reason than to select a guardian for your children. It is possible that your least favorite relative could get custody of your children.